sewage treatment industry status quo
the total amount of sewage discharge increases year by year, and urban sewage accounts for 73%. sewage can be divided into production sewage and domestic sewage. production sewage includes industrial sewage, agricultural sewage and medical sewage, most of which are industrial sewage. in 2015, china's total sewage discharge was 73.53 billion tons, of which 19.95 billion tons were industrial wastewater, accounting for 27.13% of the total discharge, and 53.52 billion tons of urban domestic sewage, accounting for 72.79% of the total discharge. the proportion of urban sewage to total emissions has increased year by year.
china's sewage treatment industry has a large gap between urban and rural areas, and is still in the growth stage. in 2015, the urban sewage treatment rate and county sewage treatment rate were 91.9% and 85% respectively, but the rural sewage treatment rate was only 11% (22% in 2016).
in 2015, the urban sewage treatment rate reached 91.9%. in 2015, the sewage treatment capacity reached 42.9 billion cubic meters, and the urban sewage treatment rate reached 91.9%. the number of urban sewage treatment plants in china reached 5,381, which was 3.3 times that in 2006, with a 10-year compound growth rate of 12.78%. in 2015, the daily sewage treatment capacity of china reached 154 million cubic meters per day, an increase of 7.11% over the same period of last year, and a 10-year compound growth rate of 12.78%. it is 8.6%.
78% of the capacity of the sewage treatment plant is less than 50 thousand cubic meters / day. among the 4 435 sewage treatment plants that have been counted, the majority are still small-scale sewage treatment plants, with a design capacity of less than 50,000 cubic meters per day accounting for 77.81%; the number of medium-sized treatment plants with a design capacity of more than 200,000 cubic meters per day is 126, accounting for only 2.85%. there are 67 in beijing, tianjin, shanghai, guangzhou and shenzhen. seat, accounting for 53%. the scale of sewage treatment plants in large cities is relatively large, and the capacity of sewage treatment plants in small cities and towns is relatively low.
effluent water quality compliance rate is low. the main processing technology adopted by the sewage treatment plant directly affects the effluent quality. according to the latest sewage treatment and discharge standards in china, by the end of 2015, the effluent quality of urban sewage treatment plants in china is only 16% of the first-class a standard; the effluent quality is 69% of the first-class b standard; only 15% of the second-class standards are met. the first-class b standard is only equivalent to the surface water of v inferior v water quality, treatment plant effluent has become a new source of pollution.
relevant policies
on april 16, 2015, the state council promulgated the water pollution prevention and control action plan, which proposed that all key towns in the country should have the capacity of sewage collection and treatment by 2020. on december 31, 2016, the ministry of housing and construction and the development and reform commission jointly promulgated the "thirteenth five-year plan" for the construction of national urban sewage treatment and recycling facilities, which calls for the addition of 10.95 million cubic meters per day of sewage treatment facilities to the nationwide constructed towns during the "thirteenth five-year plan"; the sewage treatment rate of the constructed towns reached 70%, compared with the "twelfth fi there has been a substantial improvement. china's township sewage treatment indicators gradually clear, governance efforts continue to increase.
the 13th five-year plan also emphasizes rural sewage treatment, requiring the number of villages under the comprehensive environmental improvement system to rise from 78,000 to 208,000 by 2020, with a compound growth rate of 22%. by 2020, 130,000 new constructed villages will have completed comprehensive environmental improvement, accounting for 22.2% of the total number of constructed villages. that is to say, the rural sewage treatment rate will increase from 10% in 2014 to 33.6% in 2020, corresponding to the compound growth of 23% during the 13th five-year plan.
according to the requirements of "water ten articles", the black and odorous water bodies in urban built-up areas at prefecture level and above will be controlled within 10% by 2020, and the black and odorous water bodies in urban built-up areas will be eliminated by 2030. according to the estimation of e20, there are 1000 prefecture-level cities and their built-up areas in china, with an average of 20 small and medium-sized rivers in each area and an average input of 20 million in each river. by 2020, the market scale of black and odorous water treatment in china will be about 400 billion yuan. the market of black odor water treatment is vast. in the aspect of sponge city construction, the central finance will give strong support and give specific plans. a three-year subsidy for sponge cities will be granted according to the standards of 600 million yuan per year for municipalities directly under the central government, 500 million yuan per year for provincial capitals and 400 million yuan per year for other cities. at the same time, we encourage the promotion of ppp mode.
combined with the "ten water articles", "thirteenth five-year plan" for the construction of national urban sewage treatment and recycling facilities"and the sewage treatment plans of provinces, cities and towns, it is estimated that the market space for township sewage treatment in china will reach 200 billion yuan during the"thirteenth five-year plan", and the rural sewage treatment market will reach 20.5 billion yuan by 2020, with an annual compound increase. speed 20%.
at present, the government is mainly led by ppp water pollution control projects. up to now, the vigorous promotion of ppp model has also provided strong support for the rapid release of eco-environmental control projects. leading enterprises with comprehensive advantages, such as wide-ranging fields, capital, technology and management, have obtained the first-mover advantage in ppp projects. from the ppp winning situation of listed companies, the amount of orders in hand is several times as much as in 2016. annual operating income. in the second half of 2016, the ppp project landed at an accelerated pace. by the end of june, 2017, the total number of national warehousing projects was 13554, with an investment of 16.4 trillion yuan, a net increase of 2294 and 2864.3 billion yuan compared with the end of 2016, and a net increase of 4269 and 5765.1 billion yuan. since the construction cycle of ppp projects is usually 2-3 years, the performance of listed companies is expected to accelerate from 2017 to 2018.
water treatment industry related listed companies
water pollution control industry chain
one
up to now, the treatment processes of domestic and foreign urban sewage treatment plants mostly use first level treatment and two stage treatment. the primary treatment is to use physical methods, mainly through grille interception, precipitation and other means to remove large pieces of suspended solids and sand and other substances in wastewater. secondary treatment uses biochemical methods, mainly through the life movement of microorganisms and other means to remove suspended wastewater, dissolved organic matter and nitrogen, phosphorus and other nutrients. the representative processes mainly include mbr membrane technology, traditional activated sludge, oxidation ditch, a/o or a2/o process, sbr and ccas process. activated sludge technology is the mainstream at present, accounting for more than 80% of the market, including traditional activated sludge technology and oxidation ditch method, sbr method, a2 / o method and other derived technology. the technology utilizes the metabolism of microorganisms in activated sludge to transform organic pollutants into harmless products, so as to achieve the purpose of water purification. with the advantages of biotechnology effectiveness and thoroughness, activated sludge process also has some outstanding problems, such as low effluent standard, high energy consumption and large area. representative enterprises have wan bang da, entrepreneurship and environmental protection. the new mbr sewage treatment technology, which uses selective permeability membrane to push water through under the action of external force, realizes the separation and purification of micro-pollutants and organic pollutants in sewage. it has the characteristics of strong adaptability and stable operation. it has both the technical advantages of activated sludge and greatly makes up for activated sludge. lack of technology. however, due to the adoption of the membrane, the investment cost is higher; at the same time, the cleaning and replacement of the membrane will increase the operating costs. overall, the cost of mbr equipment is 10%~20% higher than that of traditional sewage treatment equipment. representative enterprises have blue water sources and shares. 2 the main source of municipal sewage for municipal wastewater treatment is domestic sewage. in 2015, the national sewage discharge reached 73.53 billion tons. during the past ten years, the sewage discharge increased continuously with a compound growth rate of 3.44%. among them, the total discharge of domestic sewage reached 53.52 billion tons, accounting for 72.79% of the total discharge of sewage, far exceeding the discharge of industrial sewage.
since 2000, urban sewage treatment has always been the top priority in china. by the end of 2015, the sewage treatment rate of cities and counties in china has reached 91.9% and 85.2% respectively. the sewage treatment market of cities is nearly saturated, and there is some room for improvement in the sewage treatment market of counties but it is very limited. township is subject to the level of economic development and financial strength, sewage treatment facilities construction is relatively backward, sewage treatment rate is far lower than the city and county, there is greater room for improvement. by 2016, rural sewage treatment rate is only 22%, a large number of rural domestic sewage discharged directly into local rivers or underground rivers, causing serious damage to the local environment and groundwater quality.
according to the "13th five-year plan" requirement, the rural sewage treatment rate should be raised from 10% in 2014 to 33.6% in 2020. at present, the rural sewage treatment facility is scattered, the management is difficult, the degree of specialization is low, the villages and towns are unable to operate and other problems, combined with the current trend of ppp wave into the environmental protection industry, we believe that the future rural sewage treatment will be "regional bundling" ppp model as the main model, while for the completed projects. it will mainly adopt the "third party operation" mode. in the process of operation, centralized treatment is suitable for rural areas with relatively dense distribution, large scale and good economic foundation, and decentralized treatment is suitable for areas with low population density. the introduction of ppp model is expected to promote more sewage treatment enterprises to enter the decentralized market of rural sewage treatment.
industrial wastewater treatment in recent years, with the state's attention to environmental protection, environmental protection law enforcement and sewage treatment technology continues to mature, china's industrial wastewater discharge is decreasing year by year. in 2015, industrial wastewater discharge was 20.15 billion tons, down 2% year-on-year, and has declined for five consecutive years, an average annual decline of 2%. despite the decrease in industrial wastewater discharge, the base is still very large. industrial wastewater into rivers and lakes will pollute the surface water and the surrounding ecological environment, infiltration of groundwater will pollute the groundwater; if people use the polluted surface water or groundwater in life, will endanger health. industrial wastewater into the soil will cause soil pollution, industrial wastewater in harmful substances will remain in plants and animals, and eventually enter the human body through the food chain, causing harm to people's health. therefore, the rational disposal of industrial wastewater is very important. according to the 2014 annual report of environmental statistics issued by the ministry of environmental protection, among the 41 industries surveyed and counted in 2014, the top four industries were paper and paper industry, chemical raw materials and chemicals manufacturing industry, textile industry, coal mining and washing industry, with the discharge of wastewater amounting to 88.0 billion yuan. tons accounted for 47.1% of the total wastewater discharge from key industrial enterprises.
sewage disposal enterprises must first pretreat the industrial wastewater discharged into the wastewater treatment plant. when the treated wastewater reaches a certain standard, it is discharged into the wastewater treatment plant. for the general industrial enterprises, their own sewage treatment is not only costly, but also time-consuming and labor-intensive income is extremely low, and the industrial sewage to be handed over to professional sewage enterprises for treatment, not only low cost, but also to ensure that industrial sewage can be treated to meet the standards, sewage enterprises and professional sewage treatment enterprises to achieve a win-win situation. with the increasing punishment of enterprises discharging industrial wastewater illegally and the continuous improvement of industrial wastewater piping standards, professional third-party industrial wastewater treatment enterprises will surely benefit. 3 downstream china at present
source: technology investment
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